Position in ZETA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$516,906
-$159,405 QoQ
Shares Held
32,469
-2.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ZETA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Leo Wealth, LLC holds $19,567,225 across 9 Software - Infrastructure names. ZETA ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
41,752 | $15,455,337 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
6,315 | $923,758 | |
| 3 | PANW |
Palo Alto Networks Inc
|
5,235 | $839,275 | |
| 4 | ORCL |
Oracle Corp
|
5,429 | $798,660 | |
| 5 | SNPS |
Synopsys Inc
|
1,345 | $533,265 | |
| 6 | ZETA |
Zeta Global Holdings Corp.
This page
|
32,469 | $516,906 | |
| 7 | AUID |
authID Inc.
|
173,302 | $225,292 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,509 | $147,282 |
All Filings in ZETA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $516,906 | 32,469 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $676,311 | 33,234 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||